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How to attach documents in Microsoft Dynamics GP …

How to attach documents in Microsoft Dynamics GP
by OAG Dynamics GP Consulting

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  • 1. How to attach documents in Microsoft Dynamics GP by OAG Dynamics GP Consulting During our Dynamics GP consulting engagements, it is often beneficial for our clients to attach relevant documents such as requisitions, credit reports and images to item, vendor and customer master records, sales order processing transactions and purchase order processing transactions. You can also attach documents to individual line items on a transaction.Please note that this feature is not yet available for all the windows in GP (e.g. payable and receivable transactions) as availability of this feature is listed below Type Window Cards Item Maintenance Cards Vendor Maintenance Cards Customer Maintenance Transaction Sales Transaction Entry (SOP) Transaction Purchase Order Entry (POP) Transaction In-Transit Transfer Receipt Transaction Receiving’s Transaction Entry Setting up Document Attachment 1) Navigate to Microsoft Dynamics GP >> Tools >> Setup >> Company >> Document Attachment Setup
  • 2. Working with Document Attachment Open the cards/transaction window which are listed above, let say I want to attach a document for Customer • Open the Customer Maintenance window and select the customer for which you want to attach the document. • Click on the attachment (Paper Clip) icon on the windows to open Document Attachment Management Windows as shown below
  • 3. • Click on the Attach button to select a file to attach. • After selecting the file you can see in the grid as shown below • Further You can set the attachment property by click on the Expansion button on the attached file line to open Attachment Property windows
  • 4. About the author: Edmund Kwan is the Managing Partner of OAG International and has over 30 years of IT experience in the ERP space. During the past 10 years, Ed has managed many successful projects in both Microsoft Dynamics GP and CRM. Before co-founding OAG, Ed was the President of Infogenics, a 25-person ERP consulting firm located in the San Francisco Bay Area. Ed holds a Bachelor’s degree in Industrial Engineering from U.C. Berkeley and a Master’s degree in Management Science & Engineering from Stanford University. Tags: Microsoft Dynamics GP, Dynamics GP consulting, Dynamics GP customization, Dynamics GP cloud, Dynamics GP San Francisco, Dynamics GP Alberta, OAG International, OAG, Microsoft Dynamics, Microsoft Azure, Microsoft Dynamics ERP, customized Microsoft solutions